Approvals Processes

Your company’s procedural documentation should convey only accurate, up-to-date information. Dozuki’s Approvals feature ensures that accuracy. With this feature, you can require your company’s documentation and subject matter experts to review and approve of any changes or updates made to specific guides—before deployment.

The Dozuki Approvals feature is assigned on a guide-by-guide basis, allowing you to specify which users should review and approve or reject new versions of each guide. The Dozuki Approvals feature supports one to ten sequential approval stages. A single stage can be assigned an individual user or a group of users, which are referred to as Teams in Dozuki.

For example, when an author publishes a new version of a guide, an Approvals Request will be activated and the first stage of reviewers will be notified by email and our in-app notification system. Each reviewer is required to reject or approve the new release. When the review rejects or approves the release we require them to enter their Dozuki password which acts as a digital signature. Once the required digital signatures are obtained, the new version of the guide will be published as a live version on the site for your users to view.

Multiple Approval Processes can be created, maintained and assigned to the various guides on your site. Learn how to use the system below.

Approvals Processes are assigned to each guide individually—but can be used on multiple guides.Your document control needs will determine how strictly you need to approach assigning Approval Processes to your guides.

Keep in mind that only Admin users can create and assign Approval Processes.

If you are assigned as a Stage (either as an individual user or a member of a Team) for an Approval Process, you will receive requests to review the new releases of the guide for which that Approval Process has been assigned.

You can alter your filters to show different sets of requests. For example, if you wish to view all of your actionable approval requests, you should select "Request Eligibility: Eligible" and "Request Status: Pending."

You can alter your filters to show different sets of requests. For example, if you wish to view all pending approval requests on your site, you should select "Request Eligibility: All" and "Request Status: Pending."